We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

Used their tax services after we moved to Tucson since we would be filing in two different states…read more The woman who was assigned to us was very friendly and did an OK job communicating with us when we had questions. Fast forward 6 months after taxes had been filed and we had issues with both states saying we didn't provide certain items. We tried contacting our lady to help us or explain what was going on and she NEVER responded! Not to emails, not to phone calls, nothing! We ended up having to deal with each entity on our own and figuring it out - which took months. We were do disappointed that we never went back and felt like we wasted a lot of money for something we ended up having to do ourselves anyways.

Met with one of their advisors, Benjamin Goldberg. He was super helpful moving my 401k into an IRA…read more He even took extra time to help me call to ask the right questions to be sure things got transferred over correctly. Thanks for a great experience. I feel completely comfortable with my retirement with them.

Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

This is a top-notch accounting firm. Mark and his team have been helping me with my personal and…read morebusiness taxes since 2011. DeBenedetti & Co is fast, responsive, and a pleasure to work with. They are very knowledgeable in the tax code and have assisted my company with creative, legal tax-saving strategies to make tax season stress-free. I used to dread tax season every year that it came along and now I actually look forward to it because of the knowledgeable DeBenedetti Team. I would recommend DeBenedetti & Co to anyone who is looking to work with a CPA who makes the tax code easy to understand and implement.

Mark DOES NOT FILL IN THE BLANKS OF ONE SIZE FITS ALL TEMPLATE AS OTHERS DO. Instead he takes the…read moretime to thoroughly learn the clients situation, needs and their understanding of a trust. In my case protecting the rights of my children who are the issue of a prior marriage. Mark does it right at a competitive rate...BE ASSURED.

We always have a good experience with the staff. We prefer banking here over other national options.read more

I went to try and get a loan they set me up with a guy who was very nice and helpful he told me…read morethat I would have to speak with Janine grimes he called and left her a message while I was their requested and said she would call me in about an hour 2 hours went by and no call I called the next day and nothing all I needed was 100k for a refinance my house was worth way more than that and my credit score is 800plus so I guess it wasn't worth her time that's fine BUT CALL PEOPLE BACK AND LET THEM KNOW THAT YOU DONT WANT THEIR BUSINESS SO YOU DONT WASTE THEIR TIME it's too bad you can't leave a zero star review

This firm has been taking care of taxes for 3 generations of my family and we won't be stopping…read moreanytime soon. Thank you!

They have been doing my taxes for twenty years. The staff in this office truly cares about their…read moreclients and their financial future. They take the time to understand how to best serve you, if you are in need of a bookkeeper, they can do the job. While my mom was in the hospital for two years they took care of paying all her bills so I could take care of mom. Mom's husband was in the hospital all day with her and I was in the hospital all night with her. Now mom is home and doing better. If it hadn't been for them we would have surely lost everything, especially our minds. Thank you to the Shumaker Wengren Team!!!

Don seemed to be knowledgeable but soon he was reactive and not pro active at all …read more I have penalty's for failure to file in the sum of 3500 for 2022 , Don started my taxes 10/2021 all the delays where on his part i had everything to him in a timely matter. THIS THE LAST EMAIL FROM DON NOW THERE IS NO RESPONCE AT ALL I WILL NEVER SEE A PENNY I AM SURE DO NOT GO HERE AT ALL Donald Hartman (don@donaldhartmancpa.com) To:you + 1 more Details Rob. AZ works at a snail's pace We will cover the penalty if we don't get it abated.

Don was very knowledgeable and helpful. He accommodated out tight schedule and his staff was very…read moreattentive.